+944.2%
APH vs VEEV
+665.0%
+279.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +0.4% | -1.9% | +2.3% | +0.8% |
| 30D | -8.0% | +3.0% | -11.0% | -8.8% |
| 3M | -5.0% | +28.8% | -33.8% | -11.1% |
| 6M | +29.9% | +91.3% | -61.4% | +9.2% |
| YTD | +18.0% | +36.5% | -18.6% | +7.2% |
| 1Y | +11.3% | +1.9% | +9.4% | +9.1% |
| 3Y | +274.9% | +84.6% | +190.3% | +206.6% |
| 5Y | +300.6% | -2.6% | +303.2% | +273.2% |
| All | +944.2% | +665.0% | +279.2% | +487.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VEEV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling